Brian David Plowman

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 05/2019
  Coldstream Capital Management Inc.
  Bellevue, WA
• 05/2019 → 03/2020
  Beacon Pointe Wealth Advisors, Llc
  Scottsdale, AZ
• 02/2020 → 09/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 04/2020 → 04/2024
  Beacon Pointe Advisors, Llc
  Scottsdale, AZ
• 04/2024 → Present
  Beacon Pointe Advisors, Llc
  Scottsdale, AZ

Previous Registrations

• 2016-08-08 → 2019-06-14
  Coldstream Wealth Management
  Bellevue, WA

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-03-31
• S65 Uniform Investment Adviser Law Examination
  2016-08-08

Designations

• Certified Financial Planner